Manage Your Book of Business from Anywhere
With SingleOps, you can manage your client & prospect data from anywhere, on any device, at any time. Our CRM platform securely stores your data in the cloud, empowering everyone in your business to access customer information from the office or the field.
Personalize Your Client List
Our easy-to-use CRM allows you to build individual client profiles, keep detailed client preferences, and assign sales reps. Managing your client list is easier with SingleOps!
Convert More Leads to Sales
With SingleOps, you can easily manage your sales pipelines, visualize the progress of each lead, and make personalized decisions at each stage of the sales process. Our platform will keep your team organized across your entire workflow from entering a lead to invoicing the customer.
Securely Store Your Data
Our cloud-based software securely stores your company and customer data so you can focus on running your business and providing memorable customer experiences. On-site data storage is higher risk, so keep your data secure with a trusted partner in the cloud.
"We're able to quickly and easily retrieve relevant information, so it’s clear what’s being discussed with clients."
Our use of SingleOps contributes to clients choosing us. We’re able to quickly and easily retrieve relevant information, such as email history, work completed, and invoices, so it’s clear what’s being discussed with clients. Communications are clearer and more efficient.
More SingleOps Features
Stand out from your competition by leveling up the customer experience of booking new services, viewing & approving proposals, and accepting payments.
Manage customer communications from a single platform with a 360-degree view of the customer’s experience. Quickly text or email individual customers, or send bulk communications in advance of upcoming visits.
Digital Work Orders
Work orders sync information from accepted proposals so that your crews never miss a detail. Private crew notes and site photos to help them provide five-star customer experiences.
Estimates & Proposals
Lightning-fast proposal generation that optimizes for both revenue and margin based on your business needs and goals. Options-based proposals give your customers choices and minimize changes.
Get real-time visibility into your equipment, including vehicles and equipment, and compare timesheet data against crews’ location history.
Our financial management platform will help bill for any type of job and get you paid faster – all while providing your customers with a variety of flexible payment options.
Get actionable insights on how your specific jobs and services are performing and how you can improve.
Our financial management platform will help bill for any type of job and get paid faster – all while providing your customers with a variety of flexible payment options.
Reporting & Analytics
Track progress, timelines, and budgets at a glance. Run pre-built or custom reports to see how your business is performing and identify opportunities for improvement every day.
Scheduling & Routing
Enjoy increased productivity with greater control over your scheduling and routing. SingleOps enables your crews to maximize their time and even squeeze in more jobs when they finish early.
SingleOps timesheets automates many aspects of time management, allowing you to remain confident that labor costs are tracked accurately.